VirtualKansas
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SharePoint foundation summarizing lists into a report
No backstory, today; just a noob not getting it done...
Have two sharepoint lists; one has miles and another has miles closed (there are more columns, but they're all roughly the same chore.)
How to create a summary report list that uses specific column (in this case list "A" has a work order column and list "B" is a lookup column from list "A" for work order.
So how to simply create a summary report of miles and miles closed that line up in rows based on the "key" column work order.
I've seen the content query web part notes; many speak about document libraries and frankly the thing is numbing for the noob.
Ready, when you are...
Have two sharepoint lists; one has miles and another has miles closed (there are more columns, but they're all roughly the same chore.)
How to create a summary report list that uses specific column (in this case list "A" has a work order column and list "B" is a lookup column from list "A" for work order.
So how to simply create a summary report of miles and miles closed that line up in rows based on the "key" column work order.
I've seen the content query web part notes; many speak about document libraries and frankly the thing is numbing for the noob.
Ready, when you are...
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Issue with video doesn't quite get the beginning of the web part choices and data source establishing. If I Gould those things in a prequel; the rest looks spot on?..
I'm not sure what you mean. What part don't you understand how to setup? Vendor is your work order column.
ASKER
OK; trying not to be a flake about an dthnaks for shooting another note. A little backstroy; I've been around SharePoint a long time, but only basic functionality use, mainly with document storage. I've of course done some basic lists, but never really used designer.
So the rut I'm in is creating a basic web part page, with the "correct" web part and data connection to follow the vidoe instructions. I can follow along well enough, but designer is confounding (eluding) me just enough to fail.
Again; its definetly me, the video is great. Juts have list "A" and list "B" and need a list "C" that has a "key" column to return some data from list "A" and ";ist "B" in rows tied to key column. What web part (sounds dumeb even typing) and how to acquire list A and list B as data sources for the joined function of adding the data fields? Make any more sense?
So the rut I'm in is creating a basic web part page, with the "correct" web part and data connection to follow the vidoe instructions. I can follow along well enough, but designer is confounding (eluding) me just enough to fail.
Again; its definetly me, the video is great. Juts have list "A" and list "B" and need a list "C" that has a "key" column to return some data from list "A" and ";ist "B" in rows tied to key column. What web part (sounds dumeb even typing) and how to acquire list A and list B as data sources for the joined function of adding the data fields? Make any more sense?
ASKER
One word "Bamboo". Out of the box List Roll Up Web Part got me there on foundation in minutes. Then discovered all the things they have; cuts dev. time down to nil. Points awarded for patience with noob and the video really was well developed. TY
Well if you said 3rd party solutions that cost money were an options yes bamboo or amrein would help out greatly!
but to try and clarify where you are lost. I think you were looking to create a 3rd list to join A and B together. But really you would be putting a Dataview "webpart" in designer and showing results from list A and B as 1 list. There wouldn't actually be a 3rd list anywhere.
Glad you found bamboo they have some good stuff. Amrein engineering also has some nice webparts that can help out and cut dev time down drastically and they are rather inexpensive too.
but to try and clarify where you are lost. I think you were looking to create a 3rd list to join A and B together. But really you would be putting a Dataview "webpart" in designer and showing results from list A and B as 1 list. There wouldn't actually be a 3rd list anywhere.
Glad you found bamboo they have some good stuff. Amrein engineering also has some nice webparts that can help out and cut dev time down drastically and they are rather inexpensive too.
ASKER